The earnings call presented a strong financial performance with record revenues and growth in both the Cloud & Edge and IP Optical segments, driven by key market expansions and major customer wins. However, challenges such as gross margin pressure and foreign exchange headwinds were noted. Overall, the highlights outweigh the lowlights, indicating a positive business outlook.

Company Guidance -

Q3 2025

In the second quarter of 2025, Ribbon Communications reported a strong financial performance, with revenue reaching an all-time high for the quarter, up 15% year-over-year and 22% sequentially, surpassing their guidance. The company's Cloud & Edge business exhibited notable growth, with sales increasing by 24% year-over-year and 27% sequentially, while adjusted EBITDA for this segment rose by 43%. The IP Optical business also saw a 13% sequential and a 2% year-over-year increase in sales, with significant contributions from North America and India. Gross margins for the IP Optical segment improved by over 700 basis points sequentially. Ribbon's adjusted EBITDA for the quarter increased by 47% year-over-year, reaching $32 million, and the company maintained a book-to-bill ratio above 1.0, indicating strong demand and momentum going into the second half of the year.

Record-Breaking Revenue and Growth

Ribbon Communications achieved record revenue for Q2 2025, with a 15% year-over-year increase and a 22% sequential increase, exceeding the high end of guidance.

Strong Cloud & Edge Business Performance

The Cloud & Edge business saw a 24% year-over-year and 27% sequential increase in sales, with adjusted EBITDA rising by 43%.

Robust IP Optical Segment Growth

IP Optical segment sales increased by 13% sequentially and 2% year-over-year, with significant growth in India (40% year-over-year) and North America (45% year-over-year).

Expansion in Key Markets

Ribbon secured major wins with Verizon, Bharti Airtel, and a new Tier 1 operator in Southeast Asia, highlighting strong demand in North America and Asia Pacific.

Positive Financial Metrics

Adjusted EBITDA increased by 47% year-over-year, with non-GAAP gross margin reaching 52.1%, despite slight declines due to hardware mix.

Ribbon Communications (RBBN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

RBBN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	0.06 / -	0.05	―	―	―
Jul 23, 2025	2025 (Q2)	0.05 / 0.05	0.05	0.00% (0.00)
Apr 29, 2025	2025 (Q1)	0.00 / -0.03	-0.01	-200.00% (-0.02)
Feb 12, 2025	2024 (Q4)	0.12 / 0.16	0.12	33.33% (+0.04)
Oct 23, 2024	2024 (Q3)	0.06 / 0.05	0.05	0.00% (0.00)
Jul 24, 2024	2024 (Q2)	0.05 / 0.05	0.04	25.00% (+0.01)
Apr 24, 2024	2024 (Q1)	-0.01 / -0.01	-0.02	50.00% (+0.01)
Feb 14, 2024	2023 (Q4)	0.13 / 0.12	0.09	33.33% (+0.03)
Oct 25, 2023	2023 (Q3)	0.08 / 0.05	0.02	150.00% (+0.03)
Jul 26, 2023	2023 (Q2)	0.04 / 0.04	0.06	-33.33% (-0.02)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

RBBN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 23, 2025	$4.25	$3.89	-8.47%
Apr 29, 2025	$3.75	$3.21	-14.40%
Feb 12, 2025	$4.33	$5.00	+15.47%
Oct 23, 2024	$3.43	$3.71	+8.16%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Ribbon Communications Inc (RBBN) report earnings?

Ribbon Communications Inc (RBBN) is schdueled to report earning on Oct 22, 2025, Before Open (Confirmed).

What is Ribbon Communications Inc (RBBN) earnings time?

Ribbon Communications Inc (RBBN) earnings time is at Oct 22, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is RBBN EPS forecast?

RBBN EPS forecast for the fiscal quarter 2025 (Q3) is 0.06.

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